Welcome to the 9Innings Podcast where we Educate, Empower and Engage.

ON THIS WEEKS PODCAST: Kevin describes why he decided to open his own RIA, and what lead to his move. He also talks about what he discovered after the move was made, and talk some "Fact vs Fiction". Companies will often make you feel as if you cannot live without them, Kevin takes you on his journey and why that "may" not be true. Website: http://www.9icapitalgroup.com

In this podcast episode, Altruists' Jason Wenk discusses the launch and impact of Hazel, their AI-driven tax planning and wealth management software. The conversation explores Hazel’s development, strategic release timing, and advanced features—such as real-time data integration, automated tax analysis, and personalized financial planning. Hazel streamlines advisor workflows, reduces reliance on multiple tools, and democratizes sophisticated planning for clients. The episode also covers Hazel’s role in boosting firm efficiency and valuation, its transparent AI-driven recommendations, and the competitive edge Altruist offers over traditional custodians, highlighting Hazel’s transformative potential in the wealth management industry.

Altruist Introduction To Tax Planning (2:10)

How Is Altruist Disrupting The Indsutry (5:42)

What Should We Expect From Hazel Moving Forward (10:20)

Hazel and Altruist..The All-in-One Tool? (20:30)

Is Ai Accretive to Enterprise Value? (29:20)

The Adjustment for Major Custodians (34:00)

NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

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Corrections: Editing by http://SwoleNerdProductions.com

Disclosure: https://sites.google.com/view/9idisclosure/disclosure

On this episode of the 9Innings Podcast, Kevin Thompson sits down with Derrick Kinney — former financial advisor, successful practice owner, and now coach and speaker to entrepreneurs nationwide.

Derrick walks through his journey from grinding it out early in his career to building — and ultimately selling — a thriving advisory firm. He breaks down how authentic community engagement attracted million-dollar clients, why specialization beats commoditization, and how integrity builds long-term enterprise value.

The conversation also dives into the emotional side of selling a business, overcoming revenue plateaus, avoiding shiny object syndrome, and why comparison can quietly kill growth.

At its core, this episode is about ownership, sacrifice, and running your own race — with practical lessons for advisors and entrepreneurs who want to build something that actually lasts.

From Humble Beginnings to Betting on Himself (00:03:24)

Community Over Cold Calls (00:04:37)

Specialize or Stay Stuck (00:09:46)

The Emotional Reality of Selling a Business (00:15:29)

The “You Know How” Framework (00:24:00)

The Non-Negotiables for Growth (00:32:20)

Breaking Revenue Plateaus (00:37:20)

Comparison vs. Celebration (00:43:10)

NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page

Follow Us: youtube: / @9icap

Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

facebook: / mlb2cfp Buy MLB2CFP

Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4

Website: http://www.9icapitalgroup.com

Hit the subscribe button to get new content notifications.

Corrections: Editing by http://SwoleNerdProductions.com

Disclosure: https://sites.google.com/view/9idisclosure/disclosure